See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION3 years Service code 13 · EIN 35-1140070 1300 S CLINTON STREET · FORT WAYNE, IN 68012 | Contract Administrator | $8,827 |
THE RETIREMENT ADVANTAGE INC4 years Filed as: THE RETIREMENT ADVANTAGE Service code 15 47 PARK PLACE STE 850 · APPLETON, WI 54914 | Recordkeeping | $2,190 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,249 | $56,972-69.7% | $182,532-90.6% | $65,185-73.5% |
| Participation rate | 53.5% | 66.5%-13.0pp | 78.0%-24.4pp | 70.2%-16.7pp |
| Annual return | 22.31% | 27.67%-5.4pp | 148.54%-126.2pp | 29.38%-7.1pp |
| Employer contribution / active EE | $1,010 | $1,615-37.5% | $4,076-75.2% | $2,177-53.6% |
| Participant deferral / active EE | $1,374 | $3,526-61.0% | $5,524-75.1% | $3,514-60.9% |
| Admin fee / account holder | $87 | $528-83.4% | $8,592-99.0% | $847-89.7% |